Our industry affiliations allow us to offer clients access to industry-leading products, backed by some of the largest companies in the country. However, the most important thing we bring to our clients is a process that allows us to help clients completely understand their financial situation and develop an effective approach designed to help maximize their financial potential.

Using the Lifetime Economic Acceleration ProcessTM (LEAP®), we have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis, and planning a personal program is developed that can leverage all aspects of a client's financial situation, and provide an integrated financial program to help them reach their financial potential.

If you could have an "IDEAL" financial strategy, how would it work?

8 essential characteristics of the ideal financial strategy:

A systematic flow of money into your plan

A return on the money

Availability of the money when needed

Minimum taxes on the accumulation of money

Ease of distribution of the money

Contingencies for any interruption to the plan due to death, disability, emergencies, or unforeseen factors

Minimum potential for loss of money

Flexibility to change your plan

The true purpose and only objective of any financial strategy is to maximize benefits and money supply simultaneously, without sacrificing one for the other in order to achieve maximum financial potential.

Chad J. Dotson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Ins Lic 0E67439) and OR. No insurance business may be conducted outside the states referenced.

William A. Dotson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Ins Lic 0371030). No insurance business may be conducted outside the states referenced.

Chad J. Dotson and William A. Dotson are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a license insurance agency, 205 E. River Park Circle Suite 250, Fresno CA 93720, 559-447-3900. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Chad J. Dotson and William A. Dotson are licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and does not constitute an offering of securities.

Chad J. Dotson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA (CA Ins Lic 0E67439). No insurance business may be conducted outside the states referenced.

William A. Dotson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA (CA Ins Lic 0371030). No insurance business may be conducted outside the states referenced.

Chad J. Dotson and William A. Dotson are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a license insurance agency, 205 E. River Park Circle Suite 250, Fresno CA 93720, 559-447-3900. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Chad J. Dotson and William A. Dotson are licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and does not constitute an offering of securities.